$Alibaba(BABA)$ 一季度財報的延遲點評，果然國內核心電商業務佔比過高是個很顯而易見的軟肋，ta到底還能last多久的是個risk， last的費用也過高顯示其需要在客戶留存及復購率以及新業務賽道上強化發力，分拆上市是對的，ant group 上市不上市的咱不清楚，但是實實在在的前些年的虧損是baba group承擔的，然後還不同的legal ，當然不同的股東結構，不同的治理架構。。。槽點比較多沒看完還。。
從賽道來看顯性可期的是菜鳥 大娛樂
本地生活慢慢出彩
雲業務需要重點發力，不斷加速突破ceiling纔是核心中的核心。
動物園式cutie營銷也需要不斷改變，stylish
出海業務雖數字很好但是細看區域並不理想
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现在阿里巴巴除了一个阿里云，好像并没什么出彩的板块
$Alibaba(BABA)$ 这走势完全是自作孽
但愿有马云坐镇的阿里有起色